Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,018 | $107,421-19.0% | $182,262-52.3% | $94,015-7.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 84.2%+1.5pp | 70.8%+14.9pp |
| Annual return | 15.80% | 21.32%-5.5pp | 140.60%-124.8pp | 17.84%-2.0pp |
| Employer contribution / active EE | $4,136 | $3,448+20.0% | $5,046-18.0% | $2,790+48.2% |
| Participant deferral / active EE | $8,084 | $6,558+23.3% | $8,276-2.3% | $4,249+90.2% |
| Admin fee / account holder | $2,052 | $8,692-76.4% | $16,712-87.7% | $8,951-77.1% |